Mortgage Business Account Manager
3 days ago
Job Duties:
- Work directly with the loan officer and borrowers to gather information and documentation as required to prepare the loan application and process the file
- Ensure a timely response to all borrower and operations requests for any active files within the loan officer's pipeline
- Collect and update LOS & CRM systems with any pertinent information in reference to the borrower’s file
- Actively identify outstanding items and take responsibility to gather, clarify and correct items as needed
- Review active pipeline each day and ensure all items are in place to prepare the loan to close and if items are missing, to take action requesting documents from borrowers or third parties as needed
- Work closely with processors, underwriters, and closers to help ensure a smooth process for the borrower and that all necessary items are completed
- Always keep loan & borrower information confidential
- Assisting with scheduling appointments for counseling, notaries or appraisals and confirming times with all parties
- Act as a resource to the borrower answering common questions about various parts of the loan process
- Training, educating, and guiding other Loan Account Managers to help the team excel and increase production
- Ability to manage the reverse mortgage active pipeline and keep track of multiple files at one time
- Ability to problem solve and act quickly to resolve any challenges that may arise
- Strong communication skills in various platforms (phone, text and email) and comfortable communication with internal team as well as borrowers and external third parties
- Organization & time management
- Attention to detail
- Proficient with standard Microsoft Office Suite programs
- General understanding of both traditional and reverse loan process
- Familiarity with different loan documents and needs list items
- Good customer service skills & borrower discussions
- Accuracy and attention to detail
- Strong organizational and time management skills
- Ability to work under pressure and to deadlines
- Experience with Salesforce, Credit Plus, LQB and RV not required but preferred
- Reverse mortgage experience is a plus, but not required
- $65,000 – $85,000 per year, plus commission.
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